Purpose built for Medicare insurance agents
The tools serious agents shouldn't work without.
Manage calendars and email, control Meta campaigns, automate new-client onboarding, track commissions and statements, and protect your caller ID reputation—without replacing your CRM.
Keep your CRM Stay in control Add real capability
Interactive product tourChoose a workspace to preview
AceAgent Toolbox/Home
Secure operationsAADaily command center
Good evening, Producer.
Your priorities, performance, and follow-up—at a glance.
Needs your attentionOnly unresolved work with a clear next step appears here.
4Simulated product previewNames, messages, values, and dates are illustrative.
Designed to work alongside the systems already in your business
YOUR CRMCARRIER PORTALSCALENDARSSTATEMENTSQUOTING TOOLS
System of recordYour CRMContacts · Conversations · History
Works alongside
Utility layerAceAgent ToolboxFocused tools · Controlled actions
Keep what works
Your CRM stays the system of record.
AceAgent doesn't ask you to rebuild your business. It adds specialized capabilities around the systems, providers, and relationships you already depend on.
- Know what paid—and what didn'tReconcile commissions by policy, surface true-ups, and put chargebacks where you can act on them.
- Turn enrollments into mailed welcomesMove from verified enrollment data to the right CRM contact, a personalized letter, and ready-to-send postage.
- Eliminate portal and spreadsheet busyworkBring statements, calendars, email, Meta campaigns, and call notes into focused tools around the CRM you already use.
Inside the toolboxNine tools.
Nine tools.
Nine clear jobs.
Keep your CRM.
Every AceAgent tool solves a specific, high-value problem. Explore the interface, understand the workflow, and see the result it gives a working producer.
01Purpose-built tool
Commission Tracking
Download supported carrier statements as-is. Statement Sync imports them, and AceAgent shows which policies paid, which did not, where revenue came from, and where chargebacks need attention.
- Expected-versus-paid reconciliation by policy
- No statement reformatting or spreadsheet templates
- Renewal, chargeback, and true-up transaction visibility
02Purpose-built tool
Statement Sync Desktop App
Sign in to the carrier normally and download the statement once. Statement Sync finds the completed file, imports it securely into AceAgent, then organizes the verified original by carrier and date.
- No portal bots, shared credentials, or MFA workarounds
- Automatic detection, verified import, and organized originals
03Purpose-built tool
Carrier Statement Tracking
Keep carrier commission data healthy by seeing which statements are current, due soon, or missing—so paid-versus-unpaid insight is built on an accurate picture.
- Carrier-by-carrier statement health
- Clear prompts when new data is due
04Purpose-built tool
Automated PDF Enrollment + Welcome Letter Automation
Upload a completed enrollment PDF—or submit the enrollment through a supported third-party platform. AceAgent extracts and verifies the client details, updates the correct CRM contact, generates a personalized welcome letter, and creates the postage needed to mail it.
- PDF and supported third-party enrollment intake
- Verified client details update the correct CRM contact
- Personalized welcome letter and ready-to-mail postage
05Purpose-built toolReputation package
AceAgent Call Trust
Monitor one business number daily for visible spam labels and run on-demand robocall-risk scans before deciding which numbers to use.
- Label Watch: Daily spam-label monitoring for one business number
- Risk Scan: See if your numbers are being labeled as a robocaller
- 10 Risk Scan checks each month
- 10 additional Risk Scan checks for $9 one time
06Purpose-built tool
Calendar + Email Workspace
Bring connected calendars and email into one focused view so appointments, client messages, and follow-ups are easier to manage.
- Google and Outlook in one workspace
- Week, month, inbox, search, and safe actions
07Purpose-built tool
Meta Ads Manager
Review campaign performance and manage approved Meta ad controls from inside AceAgent instead of jumping between dashboards.
- Campaign results and lead costs at a glance
- Approved campaign controls without tab hopping
08Purpose-built tool
Lite CRM with Quick Actions
Work connected leads without opening another CRM page. Search and filter contacts, update opportunity stage and lead status in place, then open Quick Actions for notes, tags, HealthSherpa tools, voice dictation, and AI call summaries.
- Inline opportunity stage and lead-status updates
- Lead-specific notes, tags, and Quick Actions
- Pro access to HealthSherpa, voice notes, and AI summaries
Conversation intelligence
Turn conversations into useful notes—without retyping them.
Capture a quick voice note or create a structured summary from an authorized call recording. AceAgent prepares an editable draft, while you decide what belongs in the CRM.
Fast capture
Editable draftVoice-dictated notes
Speak a client update while the details are fresh. AceAgent transcribes it into the note box so you can correct names, add context, and approve the final note.
- Record directly in a supported browser
- Review and edit before adding the CRM note
After the call
Agent reviewedAI call summaries
Select an available recording or upload an authorized call. AceAgent turns the conversation into a concise, structured note draft that is ready for your review.
- Choose how the summary enters your existing draft
- Nothing is saved until you review and approve it
Intelligence with controlFast where it should be.
Fast where it should be.
Deliberate where it matters.
AceAgent is built around clear previews, human confirmation, verified results, and visible exceptions—so speed never comes at the expense of judgment.
See the proposed change and supporting context.
Keep consequential decisions with the producer.
Read back the result instead of assuming it worked.
Know what completed, failed, or needs attention.
HIPAA-compliant security
HIPAA compliant. Security engineered into every layer.
AceAgent protects sensitive agency data with strict tenant boundaries, encrypted data paths, private storage, and identity-based access controls. Every workflow is scoped, verified, and designed to fail closed.
Every request is bound to one authenticated organization and active member PHI and secrets stay out of routine logs, traces, and analytics
Protected workflow Controls active
Organization accessIdentity verified. Membership active.Every request resolves to one authorized organization.
AllowedTenant boundaryOrganization data stays organization-scopedCross-tenant access denied
Fail-closed tenant isolation
Authenticated membership, immutable organization IDs, and enforced PostgreSQL row-level security keep each agency's records inside its own tenant boundary.
Encrypted data and secret custody
Sensitive uploads travel through encrypted transport, protected records stay encrypted until authorized review, and credentials are secured through Azure Key Vault.
Identity-first service access
Managed identities, private storage, isolated environments, and tightly scoped service permissions reduce unnecessary access to credentials and protected data.
Sanitized, verifiable audit trails
Routine telemetry excludes PHI, note bodies, enrollment payloads, statement contents, tokens, and secrets while preserving the event history needed to verify outcomes.
Simple monthly pricing
Choose the tools that fit the way you work.
Start with the essential AceAgent workspace or add the automation, commission intelligence, and client follow-through built for a high-output producer.
The essential toolbox
Core
$29/ month
Bring the daily tools that keep your book organized into one focused AceAgent workspace.
- Lite CRM with Quick ActionsWork leads and update opportunity stage and lead status without opening another page or window
- WorkspaceCalendar, email, and daily tasks in one tab with Dual View
- Statement Sync Desktop AppDownload and import commission statements with one click
- Statement TrackerKeep track of when your last statement was entered so you can keep your commission data up to date
- Basic Commission TrackingTrack commission statement totals and activity
- ReportsActivity and audit visibility
The complete producer workflow7-day free trial
Pro
$59/ month
$0 today with a card. Then $59/month unless canceled before the trial ends.
Add the automation and deeper intelligence that remove repetitive work and surface missed revenue.
- Everything in Core
- Advanced Commission TrackingPaid versus unpaid with true-up tracking
- Native Welcome Letter AutomationHIPAA-compliant handling of PHI backed by a Business Associate Agreement (BAA)
- Meta Ads ManagerView and control your Meta Ads campaigns within AceAgent
- HealthSherpa 2 way syncReconcile contacts both ways and bring completed enrollments into AceAgent onboarding. No complicated workflow set up required.
- Voice Dictation + AI Call SummariesDictate CRM notes, email messages, and calendar details, plus create editable call-recording summaries
- Mail Credits10 welcome-letter mail credits per month
Protect your calling reputation
Reputation
$89/ month
Add always-on caller ID visibility and monthly risk checks to the complete AceAgent Pro toolbox.
- Everything in Pro
- Spam Label WatchDaily caller ID spam label monitoring for one business number
- Risk ScanSee if your numbers are being labeled as a Robocaller
- 10 Risk Scan checks per month
Secure Stripe checkout HIPAA-compliant workspace Keep your existing CRM
Plans are billed monthly in USD for one AceAgent organization. The Pro trial requires a card and converts to $59/month after seven days unless canceled before the trial ends. Pro and Reputation include 10 standard welcome-letter mail credits per month; additional mail credits are available separately. Select a plan to create your account, verify your email, and continue to secure checkout.
Add the tools that give producers an edge.
Keep your CRM. Keep your workflow. Add capabilities built for the work agents actually do.
View plans